13FBOX
ADVISORSHARES TR · 13F Institutional Holdings
Options Calculator Rankings
A

ADVISORSHARES TR

YOLO
Institutions
57
Combined AUM (Q2 2026)
$6.6M
Combined Shares (Q2 2026)
2.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+420,742
21 · 11 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-156,823
16 · 6 Exit · ≈
⚖️ Net
+263,919
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$6.6M
Institutions
57
New Buys
11
Adds
10
Reduces
10
Exits
6
Unchanged
26
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
OLD MISSION CAPITAL LLC
0.03%0.02%#2$1.8M633,595$1.1M424,842+208,753+49.14%Add
HERITAGE OAK WEALTH ADVISORS LLC
0.52%0.52%#1$1.8M611,619$1.6M626,886-15,267-2.44%Reduce
Focus Partners Wealth
<0.01%<0.01%#12$670,807232,112$610,457232,11200.00%Unchanged
ANGELES WEALTH MANAGEMENT, LLC
0.03%0.03%#5$669,633231,707$609,389231,70700.00%Unchanged
JANE STREET GROUP, LLC
<0.01%<0.01%#29$503,791174,322$148,12256,320+118,002+209.52%Add
LPL Financial LLC
<0.01%<0.01%#25$275,56495,351$262,80499,926-4,575-4.58%Reduce
Wealthfront Advisers LLC
<0.01%<0.01%#18$123,56842,757$352,509134,034-91,277-68.10%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#39$99,92534,576$68,97426,226+8,350+31.84%Add
HRT FINANCIAL LP
<0.01%#22$91,54731,677$00+31,677New Buy
Janney Montgomery Scott LLC
<0.01%<0.01%#21$90,44631,296$81,00030,876+420+1.36%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#38$82,08828,404$70,71026,886+1,518+5.65%Add
Geneos Wealth Management Inc.
<0.01%<0.01%#9$64,04222,160$91,55034,810-12,650-36.34%Reduce
TWO SIGMA SECURITIES, LLC
0.01%<0.01%#7$60,02820,771$28,97511,017+9,754+88.54%Add
Sankala Group LLC
0.02%#6$34,94112,249$00+12,249New Buy
MORGAN STANLEY
<0.01%<0.01%#46$31,12210,768$46,39813,143-2,375-18.07%Reduce
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#10$30,30910,416$27,00810,116+300+2.97%Add
Kingsbury Capital Investment Advisors LLC
0.03%#3$30,20510,451$00+10,451New Buy
KMT WEALTH MANAGEMENT, LLC
0.03%#3$30,20510,451$00+10,451New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#43$22,0007,722$20,0007,705+17+0.22%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#32$12,3774,282$7,3102,780+1,502+54.03%Add
Capital Analysts, LLC
<0.01%<0.01%#17$11,9154,123$14,0004,12300.00%Unchanged
PRIVATE TRUST CO NA
<0.01%<0.01%#11$11,6814,042$10,6304,04200.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#34$10,8053,739$00+3,739New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#53$8,4983,113$7,7203,11300.00%Unchanged
Ancora Advisors LLC
<0.01%#23$7,3692,550$00+2,550New Buy
Glass Jacobson Investment Advisors llc
<0.01%<0.01%#8$6,2092,148$5,6512,14800.00%Unchanged
CoreCap Advisors, LLC
<0.01%<0.01%#24$4,4221,530$4,0241,53000.00%Unchanged
TSFG, LLC
<0.01%<0.01%#14$4,3381,501$4,0001,50100.00%Unchanged
Steigerwald, Gordon & Koch Inc.
<0.01%<0.01%#16$3,9411,364$3,5861,36400.00%Unchanged
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%<0.01%#19$1,844638$1,67863800.00%Unchanged
Prudent Man Investment Management, Inc.
<0.01%<0.01%#13$1,740527$1,74052700.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#40$1,504520$00+520New Buy
SIMPLEX TRADING, LLC
<0.01%<0.01%#50$1,430495$9,3473,554-3,059-86.07%Reduce
Rialto Wealth Management, LLC
<0.01%<0.01%#20$1,148397$1,04539700.00%Unchanged
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#41$1,012350$92135000.00%Unchanged
US BANCORP \DE\
<0.01%<0.01%#48$983340$89434000.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#35$954330$1,086413-83-20.10%Reduce
BITTERROOT CAPITAL ADVISORS LLC
<0.01%<0.01%#15$781270$71127000.00%Unchanged
Allworth Financial LP
<0.01%<0.01%#44$760263$13,4585,117-4,854-94.86%Reduce
Global Retirement Partners, LLC
<0.01%#36$717248$00+248New Buy
Plante Moran Financial Advisors, LLC
<0.01%<0.01%#30$578200$52620000.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#45$575199$52319900.00%Unchanged
Golden State Wealth Management, LLC
<0.01%<0.01%#26$566195$51519500.00%Unchanged
VALLEY NATIONAL ADVISERS INC
<0.01%#27$411142$00+142New Buy
Federation des caisses Desjardins du Quebec
<0.01%<0.01%#52$19568$1776800.00%Unchanged
Hughes Financial Services, LLC
<0.01%<0.01%#31$14550$1325000.00%Unchanged
SHP Wealth Management
<0.01%#37$13948$00+48New Buy
Arax Advisory Partners
<0.01%<0.01%#51$11038$1007+31+442.86%Add
Parallel Advisors, LLC
<0.01%<0.01%#47$8730$793000.00%Unchanged
Abound Wealth Management
<0.01%<0.01%#33$7325$662500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow